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July Mailbag | Recasting, RMDs, and More!

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Content provided by Ross Anderson, CFP® and Daniel Messeca, CFP®, Ross Anderson, and Daniel Messeca. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ross Anderson, CFP® and Daniel Messeca, CFP®, Ross Anderson, and Daniel Messeca or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

This week Ross and Dan dive into the mailbag to find what books they missed, whether recasting a mortgage is worth it (debate style) and how to calculate an RMD.
Want your question on the show? Email us at checkyourbalances@outlook.com!
Find this episode on YouTube
Or find us on Instagram @checkyourbalances

Send your questions for upcoming show to checkyourbalances@outlook.com
@checkyourbalances on Instagram

  continue reading

194 episoade

Artwork
iconDistribuie
 
Manage episode 428154861 series 2945614
Content provided by Ross Anderson, CFP® and Daniel Messeca, CFP®, Ross Anderson, and Daniel Messeca. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ross Anderson, CFP® and Daniel Messeca, CFP®, Ross Anderson, and Daniel Messeca or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

This week Ross and Dan dive into the mailbag to find what books they missed, whether recasting a mortgage is worth it (debate style) and how to calculate an RMD.
Want your question on the show? Email us at checkyourbalances@outlook.com!
Find this episode on YouTube
Or find us on Instagram @checkyourbalances

Send your questions for upcoming show to checkyourbalances@outlook.com
@checkyourbalances on Instagram

  continue reading

194 episoade

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